Legacy Advisors, LLC
- SEC CIK
- 0001720969
- 最新申報
- 2026/7/24
2021 年第 3 季持倉
持倉截至 2021/9/30，2021/10/13 申報。只含多頭部位，變化是跟 2021 年第 2 季比股數。
- 持股檔數
- 127
- 較 2021 年第 2 季 +3
- 總值
- $2.50 億
- 較 2021 年第 2 季 +$377.2 萬 (+1.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| CLOVClover Health Investments, Corp. | COM CL A | 20,258 | $15.0 萬 | 0.1% | +20,258 | 新進 | 歷史 |
| VIPSVipshop Holdings Ltd | SPONSORED ADS A | 13,675 | $15.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| HMYHarmony Gold Mining Co Ltd | ADR | 50,000 | $15.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| REEDReed's, Inc. | COM | 300,000 | $18.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| HDHome Depot, Inc. | Stock | 628 | $20.6 萬 | 0.1% | +628 | 新進 | 歷史 |
| ABTAbbott Laboratories | Stock | 1,741 | $20.6 萬 | 0.1% | +12+0.7% | 加碼 | 歷史 |
| ACNAccenture plc | Stock | 654 | $20.9 萬 | 0.1% | +654 | 新進 | 歷史 |
| Goldman Sachs ETF Tr381430602 | ACTIVEBETA US | 3,342 | $21.1 萬 | 0.1% | −204−5.8% | 減碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 1,575 | $21.3 萬 | 0.1% | 00.0% | 不變 | – |
| CVXChevron Corp | Stock | 2,128 | $21.6 萬 | 0.1% | +13+0.6% | 加碼 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 858 | $22.3 萬 | 0.1% | +8+0.9% | 加碼 | 歷史 |
| iShares Tr464288281 | JPMORGAN USD EMG | 2,036 | $22.4 萬 | 0.1% | +69+3.5% | 加碼 | – |
| UNHUnitedHealth Group Inc | Stock | 578 | $22.6 萬 | 0.1% | +23+4.1% | 加碼 | 歷史 |
| PPLPPL Corp | COM | 8,000 | $22.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CPRTCopart Inc | COM | 1,635 | $22.7 萬 | 0.1% | +3+0.2% | 加碼 | 歷史 |
| ASANAsana, Inc. | CL A | 2,201 | $22.9 萬 | 0.1% | +2,201 | 新進 | 歷史 |
| Sailpoint Technologies Holdings, Inc.78781P105 | COM | 5,337 | $22.9 萬 | 0.1% | +3+0.1% | 加碼 | – |
| ABBVAbbVie Inc. | Stock | 2,164 | $23.3 萬 | 0.1% | +206+10.5% | 加碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 2,497 | $23.7 萬 | 0.1% | +12+0.5% | 加碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 1,126 | $24.6 萬 | 0.1% | −45−3.8% | 減碼 | – |
| Global X Uranium ETF37954Y871 | ETF | 10,438 | $24.8 萬 | 0.1% | +10,438 | 新進 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 2,137 | $24.8 萬 | 0.1% | 00.0% | 不變 | – |
| UNPUnion Pacific Corp | Stock | 1,270 | $24.9 萬 | 0.1% | +4+0.3% | 加碼 | 歷史 |
| iShares Tr464287838 | U.S. BAS MTL ETF | 2,014 | $25.1 萬 | 0.1% | 00.0% | 不變 | – |
| KOCoca Cola Co | Stock | 4,757 | $25.2 萬 | 0.1% | +25+0.5% | 加碼 | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 15,061 | $25.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CTVACorteva, Inc. | Stock | 6,018 | $25.3 萬 | 0.1% | +7+0.1% | 加碼 | 歷史 |
| SHOPShopify Inc. | Stock | 190 | $25.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| WisdomTree Tr97717Y659 | CYBERSECURITY FD | 10,000 | $25.8 萬 | 0.1% | +10,000 | 新進 | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 2,308 | $25.9 萬 | 0.1% | 00.0% | 不變 | – |
| AMTAmerican Tower Corp | REIT | 1,003 | $26.6 萬 | 0.1% | +3+0.3% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 1,907 | $26.7 萬 | 0.1% | +44+2.4% | 加碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 3,810 | $28.3 萬 | 0.1% | 00.0% | 不變 | – |
| PEGPublic Service Enterprise Group Inc | COM | 4,671 | $28.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 740 | $29.8 萬 | 0.1% | 00.0% | 不變 | – |
| PEPPepsiCo Inc | Stock | 2,018 | $30.4 萬 | 0.1% | +118+6.2% | 加碼 | 歷史 |
| CVSCVS Health Corp | Stock | 3,808 | $32.3 萬 | 0.1% | +8+0.2% | 加碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 6,711 | $33.6 萬 | 0.1% | +11+0.2% | 加碼 | – |
| JDJD.com, Inc. | SPON ADS CL A | 4,682 | $33.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 2,200 | $34.4 萬 | 0.1% | 00.0% | 不變 | – |
| ETEnergy Transfer LP | COM UT LTD PTN | 36,902 | $35.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 6,175 | $36.3 萬 | 0.1% | +602+10.8% | 加碼 | 歷史 |
| DDOGDatadog, Inc. | CL A COM | 2,601 | $36.8 萬 | 0.1% | +10.0% | 加碼 | 歷史 |
| UPWheels Up Experience Inc. | COMMON STOCK | 55,836 | $36.8 萬 | 0.1% | +55,836 | 新進 | 歷史 |
| Goldman Sachs ETF Tr381430529 | ACCES TREASURY | 3,752 | $37.6 萬 | 0.2% | +30+0.8% | 加碼 | – |
| FSKFS KKR Capital Corp | COM | 16,840 | $38.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| STONStonemor Inc. | COM | 161,015 | $39.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 6,835 | $40.4 萬 | 0.2% | +362+5.6% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 525 | $40.7 萬 | 0.2% | +5+1.0% | 加碼 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 5,208 | $40.7 萬 | 0.2% | −89−1.7% | 減碼 | – |
| STBAS&T Bancorp Inc | COM | 14,502 | $42.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| GWWW.W. Grainger, Inc. | Stock | 1,100 | $43.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| VZVerizon Communications Inc | Stock | 8,423 | $45.5 萬 | 0.2% | +685+8.9% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 6,128 | $46.0 萬 | 0.2% | +341+5.9% | 加碼 | 歷史 |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 3,299 | $48.3 萬 | 0.2% | +3+0.1% | 加碼 | 歷史 |
| GEGeneral Electric Co | Stock | 4,837 | $49.8 萬 | 0.2% | 00.0% | 不變依 1 比 8 拆股換算 | 歷史 |
| PINSPinterest, Inc. | CL A | 9,970 | $50.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| PFEPfizer Inc | Stock | 11,846 | $51.0 萬 | 0.2% | +2,750+30.2% | 加碼 | 歷史 |
| Goldman Sachs ETF Tr381430479 | ACCESS INVT GR | 9,905 | $53.8 萬 | 0.2% | +176+1.8% | 加碼 | – |
| UPSTUpstart Holdings, Inc. | COM | 1,710 | $54.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| SBUXStarbucks Corp | Stock | 4,909 | $54.2 萬 | 0.2% | +546+12.5% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 3,317 | $54.3 萬 | 0.2% | +19+0.6% | 加碼 | 歷史 |
| IBTXIndependent Bank Group, Inc. | COM | 8,025 | $57.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| DBXDropbox, Inc. | CL A | 20,000 | $58.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| SPOTSpotify Technology S.A. | Stock | 2,595 | $58.5 萬 | 0.2% | +10.0% | 加碼 | 歷史 |
| CONECyrusOne Holdco LLC | COM | 7,727 | $59.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Goldman Sachs ETF Tr38149W101 | ACCESS US AGRAT | 12,462 | $60.9 萬 | 0.2% | −121−1.0% | 減碼 | – |
| DLRDigital Realty Trust, Inc. | COM | 4,351 | $62.9 萬 | 0.3% | +3+0.1% | 加碼 | 歷史 |
| GILGildan Activewear Inc. | Stock | 17,361 | $63.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| AMGNAmgen Inc | Stock | 2,981 | $63.4 萬 | 0.3% | +24+0.8% | 加碼 | 歷史 |
| RPDRapid7, Inc. | COM | 5,642 | $63.8 萬 | 0.3% | +4+0.1% | 加碼 | 歷史 |
| Goldman Sachs ETF Tr381430107 | ACTIVEBETA INT | 18,631 | $64.2 萬 | 0.3% | +262+1.4% | 加碼 | – |
| NJRNew Jersey Resources Corp | Stock | 19,299 | $67.9 萬 | 0.3% | +11+0.1% | 加碼 | 歷史 |
| ZSZscaler, Inc. | Stock | 2,600 | $68.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| EQIXEquinix Inc | COM | 866 | $68.4 萬 | 0.3% | +1+0.1% | 加碼 | 歷史 |
| BABoeing Co | Stock | 3,218 | $70.8 萬 | 0.3% | +4+0.1% | 加碼 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 3,710 | $72.6 萬 | 0.3% | +2+0.1% | 加碼 | 歷史 |
| AXPAmerican Express Co | Stock | 4,600 | $77.1 萬 | 0.3% | +4+0.1% | 加碼 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 35,993 | $77.9 萬 | 0.3% | +97+0.3% | 加碼 | 歷史 |
| HYFMHydrofarm Holdings Group, Inc. | COM | 21,188 | $80.2 萬 | 0.3% | +21,188 | 新進 | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 2,445 | $82.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| CHTRCharter Communications, Inc. | CL A | 1,206 | $87.7 萬 | 0.4% | +1+0.1% | 加碼 | 歷史 |
| AXSAxis Capital Holdings Ltd | SHS | 20,000 | $92.1 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 5,087 | $92.6 萬 | 0.4% | +39+0.8% | 加碼 | 歷史 |
| HUBSHubSpot Inc | COM | 1,377 | $93.1 萬 | 0.4% | +1+0.1% | 加碼 | 歷史 |
| RGAReinsurance Group of America Inc | COM NEW | 8,631 | $96.0 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| CNOCNO Financial Group, Inc. | COM | 41,079 | $96.7 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 8,186 | $104.2 萬 | 0.4% | +28+0.3% | 加碼 | – |
| CMCSAComcast Corp | Stock | 19,243 | $107.6 萬 | 0.4% | +30+0.2% | 加碼 | 歷史 |
| LBAILakeland Bancorp Inc | COM | 62,121 | $109.5 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 4,792 | $113.5 萬 | 0.5% | +520+12.2% | 加碼 | – |
| VERXVertex, Inc. | Stock | 60,000 | $115.3 萬 | 0.5% | +60,000 | 新進 | 歷史 |
| PHRPhreesia, Inc. | COM | 19,000 | $117.2 萬 | 0.5% | −1,999−9.5% | 減碼 | 歷史 |
| VFCV F Corp | Stock | 18,069 | $121.0 萬 | 0.5% | +50.0% | 加碼 | 歷史 |
| DOCUDocuSign, Inc. | Stock | 4,766 | $122.7 萬 | 0.5% | +10.0% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 3,248 | $139.9 萬 | 0.6% | 00.0% | 不變 | – |
| BABAAlibaba Group Holding Ltd | ADR | 10,762 | $159.3 萬 | 0.6% | −4,735−30.6% | 減碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 9,790 | $160.8 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| Goldman Sachs ETF Tr381430503 | ACTIVEBETA US LG | 20,292 | $175.1 萬 | 0.7% | −191−0.9% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 7,964 | $176.8 萬 | 0.7% | +400+5.3% | 加碼 | – |
2021 年第 2 季之後清倉（6 檔）
2021 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 2 季股數 | 2021 年第 2 季市值 | 2021 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| QTSQTS Realty Trust, Inc. | COM CL A | 9,515 | $73.6 萬 | 0.3% | 歷史 |
| TLNDTalend S.A. | ADS | 7,165 | $47.0 萬 | 0.2% | 歷史 |
| PGRProgressive Corp | Stock | 2,140 | $21.0 萬 | 0.1% | 歷史 |
| SEICSEI Investments Co | COM | 3,354 | $20.8 萬 | 0.1% | 歷史 |
| MMM3M Co | Stock | 1,038 | $20.6 萬 | 0.1% | 歷史 |
| XELBXCel Brands, Inc. | COM NEW | 60,792 | $18.2 萬 | 0.1% | 歷史 |